Trek suite consumer resources
Resources and information for Symetra's index-linked annuities
Understanding your rates
Rates are outlined below for new and existing customers.
New customer rates
If you have a new contract, you’ll receive the current rates listed on our rate sheet. These rates apply during the time period specified.
Renewal rates for existing customers
If you already have a contract, your renewal rates may be different. To find out what renewal rates apply to you, first locate your initial allocation date:
- Find it on the Reallocation Notice we mailed you. This can also be found in the "Documents" section of your online account.
- Call us at 1-800-796-3872 if you need assistance.
Once you have your initial allocation date, you can determine your applicable renewal rates.
|
Product name |
Trek Plus |
Trek Frontier |
Trek |
|---|---|---|---|
|
New rates |
Not Applicable |
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|
Renewal rates for initial allocation |
2019 (PDF), 2020 (PDF), 2021 (PDF), 2022 (PDF), 2023 (PDF), 2024 (PDF) |
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|
Initial summary prospectus (ISP) |
Not Applicable |
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|
Updating summary prospectus (USP) |
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|
Statutory prospectus |
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|
Statement of additional information (SAI) |
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State disclosures (required at closing for certain states) |
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|
Financial statements |
Next steps
For more information on index-linked annuities, click here or contact your registered representative.
Securities are offered through Symetra Securities, Inc. (SSI). Member FINRA.
Symetra Trek Frontier and Symetra Trek Plus are individual single-premium deferred annuity contract with index-linked interest options issued by Symetra Life Insurance Company (SLIC). Contract form number for Symetra Trek isRSC-0536 4/18 in most states. In Idaho, contract form number is RSC-0536/ID 4/18. Contract form number for Symetra Trek Frontier RSC-0536 4/18 in most states. In Idaho, contract form number is RSC-0536/ID 3/21. Endorsement form number is RSE-0134 12/20 in most states. Contract form numbers for Symetra Trek Plus are RSC-0559 3/21 or RSC-0580 5/24 in most states. In Idaho, contract form numbers are RSC-0559/ID 3/21 or RSC-0580/ID 5/24.
Products, features, terms and conditions may vary by state and may not be available in all U.S. states or any U.S. territory. SSI and SLIC are affiliates and are both located at 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. Each company is responsible for its own financial obligations.
Symetra Trek suite products are long-term investments designed for retirement purposes. There is a risk of substantial loss of principal. Please refer to the prospectus for more details.
Symetra® is a registered service mark of Symetra Life Insurance Company.